Question 1

Which hedge funds and institutional investors hold IEX?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for IEX shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for IEX whale holdings?

Accepted Answer

Conviction level reflects how significant IEX is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to IEX, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for IEX?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about IEX?

Accepted Answer

QoQ changes for IEX show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
PRIMECAP	3.3M	$626.1M	0.5%	$127.0B
State Street	3.2M	$607.6M	0.0%	$2896.4B
Millennium	2.0M	$378.3M	0.2%	$240.3B
Point72	830.9K	$157.5M	0.2%	$78.1B
Balyasny	816.1K	$154.7M	0.2%	$77.1B
Fisher Investments	708.2K	$134.2M	0.0%	$294.9B
Arrowstreet	699.8K	$132.6M	0.1%	$184.8B
Two Sigma	497.7K	$94.3M	0.1%	$123.9B
Schonfeld	415.6K	$78.8M	0.6%	$14.2B
Robeco	379.1K	$71.9M	1.5%	$4.7B
Geode Capital	240.9K	$45.7M	0.0%	$1607.5B
Gabelli	176.1K	$33.4M	0.2%	$14.8B
American Century	174.5K	$33.1M	0.0%	$194.3B
DFA	119.4K	$22.6M	0.0%	$481.4B
ExodusPoint	109.0K	$20.7M	0.2%	$12.4B
Wellington	106.0K	$20.1M	0.0%	$535.5B
Renaissance Tech	84.5K	$16.0M	0.0%	$63.9B
Adage Capital	66.8K	$12.7M	0.0%	$64.8B
DE Shaw	57.6K	$10.9M	0.0%	$166.3B
Citadel	48.6K	$9.2M	0.0%	$618.5B
Gotham Asset	48.0K	$9.1M	0.0%	$32.7B
Citadel	11.9K	$2.3M	0.0%	$618.5B
Citadel	11.5K	$2.2M	0.0%	$618.5B
Tudor	7.4K	$1.4M	0.0%	$53.9B
Brevan Howard	6.5K	$1.2M	0.0%	$11.3B
Fidelity (FMR)	6.4K	$1.2M	0.0%	$1898.4B
Marshall Wace	4.3K	$820K	0.0%	$100.4B
AQR Capital	4.1K	$769K	0.0%	$218.4B
WCM	2.8K	$512K	0.0%	$43.8B
Winton	2.7K	$502K	0.0%	$2.9B
Northern Trust	2.2K	$412K	0.0%	$756.6B
Man Group	1.8K	$349K	0.0%	$55.1B
Caxton	1.1K	$204K	0.0%	$4.4B
BlackRock	310	$59K	—	$5723.5B
Neuberger Berman (Eisman)	69	$13K	—	$131.4B
Franklin Templeton	46	$9K	—	$408.3B
Acadian	23.5K	$4K	0.0%	$70.5M

IEX

Who Holds IEX

Changes This Quarter